Kestra Advisory Services
UNM icon

Kestra Advisory Services’s Unum UNM Stock Holding History

Kestra Advisory Services’s Portfolio UNM Stock Details UNM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$625K Buy
7,126
+784
+12% +$71.1K ﹤0.01% 2313
2026
Q2 		$567K Sell
6,342
-2,010
-24% -$167K ﹤0.01% 2244
2026
Q1 		$610K Sell
8,352
-1,049
-11% -$78.3K ﹤0.01% 2073
2025
Q4 		$729K Buy
9,401
+366
+4% +$28K ﹤0.01% 1881
2025
Q3 		$703K Sell
9,035
-992
-10% -$74.3K ﹤0.01% 1835
2025
Q2 		$810K Buy
10,027
+2,260
+29% +$179K ﹤0.01% 1627
2025
Q1 		$633K Buy
7,767
+550
+8% +$42.4K ﹤0.01% 1662
2024
Q4 		$527K Buy
7,217
+1,149
+19% +$79.2K ﹤0.01% 1839
2024
Q3 		$361K Sell
6,068
-1,062
-15% -$57.7K ﹤0.01% 1981
2024
Q2 		$364K Buy
7,130
+479
+7% +$24.8K ﹤0.01% 1993
2024
Q1 		$357K Sell
6,651
-590
-8% -$28.8K ﹤0.01% 1884
2023
Q4 		$327K Sell
7,241
-19,936
-73% -$908K ﹤0.01% 1791
2023
Q3 		$1.34M Buy
27,177
+17,180
+172% +$840K 0.01% 865
2023
Q2 		$477K Buy
9,997
+244
+3% +$10.6K ﹤0.01% 1338
2023
Q1 		$386K Sell
9,753
-3,482
-26% -$144K ﹤0.01% 1423
2022
Q4 		$543K Sell
13,235
-15,878
-55% -$665K ﹤0.01% 1368
2022
Q3 		$1.13M Buy
29,113
+16,024
+122% +$586K 0.01% 917
2022
Q2 		$445K Buy
13,089
+2,135
+19% +$72.3K ﹤0.01% 1396
2022
Q1 		$345K Sell
10,954
-752
-6% -$21K ﹤0.01% 1509
2021
Q4 		$288K Sell
11,706
-2,104
-15% -$53.9K ﹤0.01% 1624
2021
Q3 		$346K Sell
13,810
-4,029
-23% -$107K ﹤0.01% 1581
2021
Q2 		$507K Buy
17,839
+4,525
+34% +$133K 0.01% 1273
2021
Q1 		$371K Buy
+13,314
New +$346K ﹤0.01% 1345

Other funds holding UNM

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Algebris (UK)
Algebris (UK) London, United Kingdom $1.82B AUM 11.12% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Kestra Advisory Services's UNM Position: Q3 2026 in Review

Kestra Advisory Services increased its Unum (UNM) stake by 12% in Q3 2026, buying an estimated $71.1K and bringing the position to 7,126 shares worth $625K. The position accounts for ﹤0.01% of the portfolio, ranked #2313.

Kestra Advisory Services first reported a position in UNM in Q1 2021 and has held it in 23 quarters since. The position peaked at $1.34M in Q3 2023. 369 funds tracked by Wall St. Rank hold UNM as of Q3 2026.

  • Kestra Advisory Services held 7,126 shares of Unum worth $625K as of Q3 2026.
  • Kestra Advisory Services bought 784 Unum shares in Q3 2026, an estimated $71.1K.
  • Unum made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2313 holding.
  • Kestra Advisory Services first reported a position in Unum in Q1 2021 and has held it in 23 quarters since.
  • Kestra Advisory Services's Unum position peaked at $1.34M in Q3 2023.
  • 369 funds tracked by Wall St. Rank held Unum as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.